特朗普刚欲收巴铁“大礼”，中国商务部一招封喉，稀土战局逆转

Core Viewpoint - China has redefined the rules of the global rare earth game by implementing a new regulation that restricts not only the export of rare earth minerals but also the core technologies involved in their processing and application, effectively locking down the entire industry chain [1][20][26] Summary by Sections New Regulation Impact - The new regulation creates an invisible "technical Great Wall," encompassing the entire rare earth industry chain from mining to refining and application, including related services [3][5] - The regulation restricts any foreign entity from obtaining technical support, even for consultations, thereby limiting external access to critical technologies [3][5] Technical Control - The control extends to the installation, debugging, and maintenance of production equipment, creating a closed-loop system where foreign entities cannot utilize equipment without Chinese technical personnel's approval [5][6] - This move protects decades of accumulated specialized knowledge that cannot be easily replicated through reverse engineering [6][7] Strategic Timing - The timing of this announcement coincided with a period of internal chaos in the U.S. government, which was experiencing a shutdown, thereby weakening its ability to exert external pressure [9][11][12] - This strategic timing highlights China's ability to act decisively while the U.S. was distracted by domestic issues [14][20] U.S. Response and Realities - The U.S. had been pursuing a strategy to develop rare earth resources in Pakistan to reduce reliance on China, but China's announcement undermined this effort before it could gain traction [16][18] - The situation reveals a harsh reality for the U.S.: possessing mineral resources does not equate to having the necessary processing and refining technologies, which China currently dominates [18][20] Global Implications - China's actions signal a shift in competitive focus from resource acquisition to technology control, emphasizing the importance of mastering the "brain" of the industry rather than just the "body" of natural resources [20][26] - This development serves as a wake-up call for countries to reassess their reliance on single-source technology solutions, which may pose significant risks in the future [24][26]